Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.35%
3 year
6.00%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
50 months through April 30, 2026Volatility (ann.)
12.89%
Sharpe
0.75
Sortino
1.20
Max drawdown
-17.01%
Best month
10.49%
Worst month
-8.12%
Beta vs VTSAX
0.73
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.